---
title: "GL Account Drill-Downs"
slug: "gl-account-drill-downs"
description: "Drill down from Financial Report numbers into GL Account Detail and save custom default parameters for drill-down views."
updated: 2025-08-26T17:00:26Z
published: 2025-08-26T17:00:26Z
canonical: "docs.restaurant365.com/gl-account-drill-downs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# GL Account Drill-Downs

With most Financial Reports and all Custom Financial Reports, users have the ability to click any number within the report to drill-down into the number. Drill-downs open the GL account Detail Report in a new tab.

The GL Account Detail will run with the system default Report Parameters. When users set customized default parameters, the GL Account Detail Report will run with the parameters set by the user.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/959b7995-8fd3-4243-9fdf-577c684a31dc.gif)

---

## Customized Default GL Account Drill-Downs

To customize the Default GL Account report parameters, follow these steps:

*Click steps to expand for additional information and images.*

****1)** In the Financial tab of the My Reports page, locate the [**GL Account Detail report**](/doc/docs/gl-account-detail) and select **Customize**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XCJNMY53.png)

****2)** Adjust the report parameters as needed.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/816b6f67-5509-45f8-8ae9-2b3c17d6f0f5.png)

****3)** In the view options section of the report parameters window, select the **Default** checkbox.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E1YS36CF.png)

****4)** Select **Save**. When Default GL Account Detail report parameters are set and saved, drill-downs will run with these default report parameters.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1DOIS3P6.png)

Structured documents that provide insights and summaries of various operational metrics and financial data.

Financial account used to record specific transactions in the general ledger.